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Financial Advisor

3 months ago

Scottsdale, United States TalentWealth Full time

At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Scottdale is a fee-based RIA managing over 600 million in client assets who is looking for a Financial Advisor to service existing client relationships both from a financial planning standpoint as well as an investment management approach to ensure client retention and satisfaction throughout the financial planning lifecycle. The ideal candidate would hold the CFP designation or be willing to obtain it.


Essential Duties and Responsibilities:

  • Prepare financial planning, asset allocation, and investment performance reports for client meetings
  • Support the Senior Advisors in creating and assembling materials for client meetings
  • Attend client meetings
  • Assist in the execution of client recommendations
  • Assist the Senior Advisors in evaluating client financial strategies and decisions by conducting financial analyses on a wide range of investment, tax, estate, and financial planning topics
  • Perform research in investments, income tax planning, estate planning, employee benefits, the impact of recent regulations, and financial markets
  • Manage workflow and prioritize projects
  • Building strong, personal relationships with our existing clients
  • Proactive outbound calls to existing clients, identifying opportunities through needs-based analysis, and positioning appropriate solutions
  • Delivering unparalleled value and outstanding service
  • Maintain confidentiality in all aspects of client, firm and staff information



Qualifications:

  • Bachelor’s degree or higher
  • CFP® designation or Series 66
  • At least five (5) years experience in the Financial Planning field directly managing client relationships
  • In-depth understanding of the Financial Planning process and corresponding software
  • Ability to work well independently and as part of a team
  • Must be computer literate (Windows, Microsoft Office)
  • Ten (10) years experience managing client relationships
  • Located in the greater Phoenix metropolitan area
  • Experience with Orion, Salesforce, eMoney, and TD Ameritrade/Schwab software systems
  • RIA prospect sales experience
  • Flexibility to travel


Knowledge, Skills and Abilities:

  • Proficient writing, analytical, and problem-solving skills
  • Manage interruptions, able to multitask, and work with varying personalities
  • Prioritize and plan own workload
  • Detailed and accurate
  • Excellent interpersonal skills, both written and verbal
  • Communicate effectively, operate standard office equipment, and follow oral and written instructions